Shreveport Electrical Industry Profit Sharing Plan — Form 5500 plan (Shreveport Electrical Industry Profit Sharing Plan)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Shreveport Electrical Industry Profit Sharing Plan is a benefit plan reported by Shreveport Electrical Industry Profit Sharing Plan under EIN 72-1114759 and plan number 001. The latest loaded filing year is 2023. The filing reports 805 participants and $87,734,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shreveport Electrical Industry Profit Sharing Plan
- EIN
- 72-1114759
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 805
- End-of-year plan assets
- $87,734,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 805 | H, C | 20250115091508NAL0021538081002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,734,816
- Total liabilities (EOY)
- $240,127
- Net assets (EOY)
- $87,494,689
- Net assets (BOY)
- $76,956,797
Income & contributions
- Employer contributions
- $5,639,498
- Total contributions
- $5,639,498
- Total income / additions
- $13,945,221
Expenses & distributions
- Benefits paid
- $2,973,311
- Administrative expenses
- $434,018
- Total expenses
- $3,407,329
- Net increase / (decrease)
- $10,537,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | NONE | $129,025 | not reported in the loaded dataset | 2023 |
| Orleans Capital Management | NONE | $87,496 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $53,600 | not reported in the loaded dataset | 2023 |
| Hancock Whitney Bank | NONE | $48,116 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust | NONE | $40,159 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer & Picard | NONE | $32,141 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor Cpas | NONE | $16,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shreveport Electrical Industry Profit Sharing Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Ubs Financial Services — Schedule C compensation
- Orleans Capital Management — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Hancock Whitney Bank — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Robein, Urann, Spencer & Picard — Schedule C compensation
- Daniels, Irwin & Aylor Cpas — Schedule C compensation